Process Engineering · Documentation Services
P&ID to Instrument Index Pilot
A controlled, service-led pilot for package vendors, EPCs, and controls teams who need a structured instrument index from P&ID drawings — with engineering review and a traceable, correctable Excel output.
Who This Pilot Is For
Package Vendors
Skid and package vendors who need instrument indexes for client handover or commissioning.
EPC Teams
Engineering, procurement, and construction teams with large drawing sets and tight schedules.
Controls Teams
Instrumentation and controls teams building I/O lists, cable schedules, or DCS configuration from P&IDs.
How the Pilot Works
Qualification
We review project scope, P&ID quality, and estimated instrument count. No confidential files exchanged at this stage.
NDA (if required)
If your project requires confidentiality, an NDA is executed before any P&ID files are shared.
Secure Input
P&IDs are submitted through a controlled, agreed channel. We do not accept confidential documents through the public contact form.
Extraction & Review
Tags are identified from the drawings using structured workflows. Uncertain or ambiguous tags are flagged, not invented. An engineering review follows.
Traceable Excel
You receive a structured Excel with all output fields including confidence level, source reference, and flags for tags requiring client review.
Correction Cycle
One revision is included. Client's engineering team must perform final review and approval before the index is used in design or procurement.
Output Fields — Instrument Index
Each row in the delivered Excel corresponds to one instrument tag identified in the P&ID set.
Sample Output
Fictional project data — for illustration only. Not from any real client or project.
| Tag Number | Type | Service / Description | Line / Equip. | P&ID No. | Page | Conf. | Needs Review |
|---|---|---|---|---|---|---|---|
| PT-1001 | Pressure Transmitter | Separator inlet pressure | L-1001-3"-150# | XX-PID-0001 | 2 | 97% | — |
| TT-1002 | Temperature Transmitter | Separator outlet temperature | L-1002-4"-150# | XX-PID-0001 | 2 | 94% | — |
| FT-1003 | Flow Transmitter | Gas outlet flow | L-1005-6"-600# | XX-PID-0002 | 3 | 91% | — |
| LT-1004 | Level Transmitter | Vessel liquid level | V-1001 | XX-PID-0001 | 2 | 96% | — |
| PSV-1005 | Pressure Safety Valve | Vessel overpressure protection | V-1001 | XX-PID-0001 | 2 | 99% | — |
| XV-1006 | On/Off Valve (ESD) | Emergency shutdown inlet | L-1001-3"-150# | XX-PID-0001 | 2 | 93% | — |
| PIC-1007? | Pressure Indicator Ctrl | Back pressure control – verify | unclear | XX-PID-0002 | 3 | 61% | ⚑ Review |
Tag PIC-1007? is flagged for review because the tag format is ambiguous on the drawing. Uncertain tags are flagged, not invented.
Engineering Review Required
- Uncertain or ambiguous tags are flagged for client review — they are never invented or assumed.
- The output instrument index is a structured first draft and requires qualified professional review before use in design, procurement, construction, or operation.
- Do not submit confidential P&ID files through the public contact form. Secure input is arranged after the NDA step.
- Drawing readability, scan quality, and P&ID completeness affect extraction quality. Better inputs produce better outputs.
Confidentiality & Security
NDA Available
A mutual NDA can be executed before any confidential documents are shared.
No Cold Submissions
P&IDs are never requested or accepted through the public contact form.
Controlled Data Handling
Project files are handled through agreed, controlled channels only.
Ready to scope your pilot?
Tell us about your project — estimated instrument count, P&ID availability, and preferred delivery format. We respond within one business day.